To Do List

Keep a checklist of what needs doing, and mark each task complete as you go. Each task has a status and a person responsible, and a task with a due date shows on the calendar too.

Adding A To Do List

1. Click on the project page where you want the To Do List to be added, and type / to open the element menu
2. Search for To Do List
3. Select it to add it to the page

Adding Tasks

Each task you add is also on the Calendar page once it has a date.

1. Type a task in New task, or press N for a new task
2. Press Enter
3. To add the next one, click + below the list

Tasks

Each task has a title, a status (Not started, Started, Risk, Roadblock, Completed, Overdue or Cancelled) and a responsible person.

When a task's done, select its checkbox. To change the order, drag a task by its handle. To see all of a task's details, like its due date and description, double-click it, or press Enter on a selected task. See Tasks.

More Than One List

A To Do List can have more than one list in it, like your own tasks and the team's. Click Lists at the top to switch between them, add one with Add list, or delete one. Click a list's title to rename it.

Adding A Data Source

Hover + at the top and select Connect data source. Tasks from a calendar, a To Do Kanban, a Timeline or another To Do List, and the items in a Shopping Selection, Tracking List, Client Revisions List or Table, show next to your own tasks. From any other element, like a Budget Sheet or a Meeting List, what you select is added to the tasks you select. They update when the source does.

To bring in tasks from a file, hover + and select Import file to import a CSV file.

Using A To Do List As A Data Source

A Project Status Chart, Mindmap, Table, To Do Kanban or another To Do List can show the tasks. Hover + on the list and select Copy connection ID to find it quickly in their list. They update when the list changes.

Notifications

When a task moves to Risk, Overdue, Roadblock or Cancelled, or is Completed, its responsible person and the team's admins get a notification, unless they made the change themselves.

Client Approval

When you send the page to a client in a client revision, they can approve single tasks or the whole list.

Export Your To Do List

Click the download icon in the list's toolbar. The formats are:

• PDF
• CSV
• XLSX
• JSON

Keyboard Shortcuts

These shortcuts work when the To Do List is selected:

Action	Shortcut
New task	N
Go to the task above or below	↑ or ↓
Move the selected task up or down	Shift + ↑ or Shift + ↓
Open the selected task	Enter
Copy	⌘ / Ctrl + C
Import a file	⌘ / Ctrl + I
Export	⌘ / Ctrl + E